Investment opportunities presented by new technology cycle

Cloud computing, increased data storage and a move away from internet access exclusively through PC accelerates, Polar Capital believes investment opportunities lie in small and mid-cap companies.

“We are entering a new cycle in technology. This is good news for the technology asset class in general for a combination of circumstances coming together,” declares Ben Rogoff, director of technology at Polar Capital, a research-driven investment management company.

Rogoff believes budget pressures combined with the extraordinary growth of data are forcing what he calls an ‘architectural rethink’ away from ‘IT sprawl’. This means companies of all sizes as well as consumers are looking again at